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Move beyond tracking performance toward a clearer strategy

We believe that tracking stock performance is not a substitute for a financial plan. Our team provides data-informed guidance to help you consider tax implications and address potential retirement risks. We work to help simplify financial complexities so you can move forward with more confidence.

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Pacific Wealth Planning Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client satisfaction 4.9 / 5 rating based on 49 reviews
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Contact
808.792.5935
Michael.Bruggemann@ampf.com
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Retirement planning...
Leaving a legacy
Retirement income...
Financial advice with...
Retirement planning across the West Coast

Managing a retirement portfolio can involve navigating evolving state regulations. While our practice is rooted in Honolulu, we work with clients in California, Nevada, Oregon, and Washington to develop long-term wealth strategies. Navigating the transition from higher-tax states into retirement may involve considerations such as tax bracket management and multi-state planning. We provide data-informed guidance designed to help coordinate income streams, address risks, and support your long-term lifestyle.

Leaving a legacy
An estate plan is vital to leaving the legacy you want. Yet, it may seem intimidating to start. We can work alongside you — and your family — during the process. Partnering with your attorney and CPA, we help answer questions such as:

- How to preserve your wealth
- Potential tax implications
- How to equitably divide your assets among loved ones
- How to support the people and causes you care about

We will help you evaluate your options and determine what makes sense for you, your family and your legacy planning goals.

Retirement income calculator
Use this calculator to find out how much monthly retirement income your savings could generate for you in retirement. See how adjustments to your annual savings, rate of return and retirement age can impact your monthly income. Get started
Financial advice with your taxes in mind
Even at their most basic level, tax rules can be complicated. Add in the nuances of investments and retirement planning and the complexity is further compounded. Whether you’re wondering about your tax bracket, worried about withholding too little or want to lower your taxable income, we can help. Together, with your tax professional, we can create an income tax planning strategy that reflects your needs and financial goals.

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Built with you in mind For over 130 years, Ameriprise Financial has been a leader of personalized financial planning and advice. We offer a range of comprehensive solutions—from banking and investing to insurance and annuities—to help you make the most of today while planning for tomorrow. Why choose Ameriprise

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